LMKC
WMT icon

L.M. Kohn & Company’s Walmart Inc WMT Stock Holding History

L.M. Kohn & Company’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$776K Sell
7,532
-22,566
-75% -$2.25M 0.93% 32
2025
Q2 		$2.94M Sell
30,098
-528
-2% -$50.3K 0.79% 23
2025
Q1 		$2.69M Buy
30,626
+2,523
+9% +$237K 0.7% 23
2024
Q4 		$2.54M Sell
28,103
-3,055
-10% -$265K 0.66% 28
2024
Q3 		$2.52M Buy
31,158
+1,967
+7% +$144K 0.64% 29
2024
Q2 		$1.98M Sell
29,191
-1,355
-4% -$85.3K 0.54% 35
2024
Q1 		$1.84M Buy
30,546
+3,057
+11% +$175K 0.52% 36
2023
Q4 		$1.44M Buy
27,489
+1,464
+6% +$77.5K 0.46% 47
2023
Q3 		$1.39M Sell
26,025
-534
-2% -$28.4K 0.51% 41
2023
Q2 		$1.39M Sell
26,559
-513
-2% -$25.9K 0.53% 44
2023
Q1 		$1.33M Sell
27,072
-735
-3% -$34.9K 0.55% 41
2022
Q4 		$1.31M Sell
27,807
-2,196
-7% -$104K 0.61% 38
2022
Q3 		$1.3M Sell
30,003
-1,089
-4% -$47.7K 0.64% 36
2022
Q2 		$1.26M Buy
31,092
+10,119
+48% +$467K 0.59% 42
2022
Q1 		$1.04M Buy
+20,973
New +$985K 0.4% 58

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

L.M. Kohn & Company's WMT Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Walmart Inc (WMT) stake by 75% in Q3 2025, selling an estimated $2.25M and leaving 7,532 shares worth $776K. The position accounts for 0.93% of the portfolio, ranked #32.

L.M. Kohn & Company first reported a position in WMT in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.94M in Q2 2025. 4,019 funds tracked by Wall St. Rank hold WMT as of Q3 2025.

  • L.M. Kohn & Company held 7,532 shares of Walmart Inc worth $776K as of Q3 2025.
  • L.M. Kohn & Company sold 22,566 Walmart Inc shares in Q3 2025, an estimated $2.25M.
  • Walmart Inc made up 0.93% of L.M. Kohn & Company's portfolio in Q3 2025, its #32 holding.
  • L.M. Kohn & Company first reported a position in Walmart Inc in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Walmart Inc position peaked at $2.94M in Q2 2025.
  • 4,019 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.